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NEO.CPO - Customer Portfolio Overview
Optimize your Customer 360 view with a unique product portfolio overview
- Industries
- Financial ServicesHigh TechManufacturing
- Business Need
- Sales ProductivitySales IntelligenceData Visualization
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
NEO.CPO is a Salesforce UI component that optimizes a customer 360 view. It visualises essential elements such as opportunities and contracts. NEO.CPO caters to all industries while offering readily available content tailored for the insurance sector.
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Simple. clear. Portfolio Overview
The CPO from Neomatics is high-performance, easy to use and covers all the requirements you need for a clean customer 360 view. Despite the information content, the CPO is by no means overloaded. We and our customer advisors are more than satisfied!
Customer overview at a glance!
CPO by Neomatic is an outstanding tool that provides a 360-degree customer view in an intuitive and clear graphical interface. Our service and sales teams save a lot of time by accessing all relevant customer information at a glance, without the need to switch between tabs and related lists. The application is user-friendly and significantly enhances the efficiency and quality of our customer interactions. Highly recommended!